Manning Napier

RELATIONSHIP MANAGER

Columbus, OH

Sponsorship not specified$60k-$85kDetected 16 days ago

SalesforceSalesBusiness DevelopmentCommunicationCollaboration

About the role

As the primary client service contact, you will contribute to the creation of long-lasting, trusted advisory relationships.
As a Relationship Manager you will work in collaboration with a Wealth Management Advisory team.
You will report to the Chief Client Experience Officer.

Build a deep knowledge of firm service offerings, financial planning capabilities, and investment products. Stay up to date on current market dynamics and overall industry trends.
Collaborate with Financial Consultants in conducting client meetings via telephone, video conference, and in‑person interactions.
Oversee complex client communications and manage responses to service inquiries and customized reporting in a timely manner
Work with the Financial Consultant to provide broad financial planning support, which will include helping to generate baseline financial plans.
Collaborate with Marketing partners and internal team members to develop and execute targeted outreach and campaign initiatives for clients and prospects.
Plan, organize, and participate in strategic prospecting initiatives in partnership with Financial Consultants to support pipeline growth and cultivate warm leads.
Develop expertise in firm sales and service technologies, leveraging digital marketing, client service, and financial planning tools to support business growth and client engagement.
Manage multiple priorities simultaneously, maintaining accuracy and close attention to detail.

Initiate new account paperwork and client directives, overseeing onboarding and investment objective updates and driving cross-functional completion of all required criteria
Series 7 and 66 required, or targeted within first year of employment
A passion for serving clients and providing an exceptional experience with a fiduciary duty of care

Bachelor's degree, with a concentration in Finance, Business, Economics, or Pre-law preferred
3+ years of related experience with RIA, trust company, bank, brokerage, or financial planning firm preferred
Prior direct client relationship or sales experience preferred
Experience with Envestnet, Salesforce, & Charles Schwab preferred

$60,000 - $85,000 expected base salary.
Base salary is broadly based on tenure within the firm, experience, and contribution to the team.
Total compensation is comprised of base salary and multiple tiers of bonuses including discretionary, metrics-based, a third category that is reserved for top-performers that are recognized as Team Leads.
Compensation: $60,000 - $85,000 expected base salary.
Total compensation is comprised of base salary and multiple tiers of bonuses including discretionary, metrics-based, a third category that is reserved for top-performers that are recognized as

Health, dental & vision insurance
Employer HSA contribution
Gym reimbursement
Strengthen financial planning and business development capabilities through active engagement with Advisors, formal training programs, and ongoing independent learning.

This listing is sourced directly from Manning Napier's careers page and normalized into a canonical job model.